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STATEMENT OF FINANCIAL CONDITION American Enterprise Investment Services, Inc. SEC File Number: 842582 December 31, 2018, With Report independent Registered Public Accounting Reunited STATES SECURITIES

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How to fill out statement of financial condition

01

To fill out a statement of financial condition, follow these steps:

02

Start by gathering all necessary financial documents, such as bank statements, investment statements, and tax returns.

03

Begin the statement by providing your personal information, including your name, address, and contact details.

04

Provide a detailed breakdown of your assets, including cash, real estate, investments, and any valuable possessions.

05

List your liabilities, such as mortgages, loans, credit card debt, and any outstanding bills.

06

Calculate your net worth by subtracting your liabilities from your assets.

07

Include additional financial information, such as your annual income, expenses, and any information about your dependents.

08

Review the completed statement for accuracy and make any necessary adjustments.

09

Sign and date the statement to confirm its validity.

10

Keep a copy of the statement for your records.

11

Remember to consult with a financial advisor or professional if you have any specific questions or concerns about filling out your statement of financial condition.

Who needs statement of financial condition?

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A statement of financial condition is typically needed by individuals or organizations in various scenarios, including:

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- Applying for a loan or mortgage

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- Seeking investment opportunities

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- Applying for financial aid or scholarships

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- Going through a divorce or legal proceedings

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- Planning for retirement or estate planning

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- Applying for certain jobs or professional licenses

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It is essential to have an up-to-date and accurate statement of financial condition in these situations to assess your financial stability and make informed decisions.

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What is statement of financial condition?

A statement of financial condition is a financial report that outlines an individual's or organization's financial position at a specific point in time, detailing assets, liabilities, and equity.

Who is required to file statement of financial condition?

Entities that are regulated by financial authorities, such as brokers, dealers, and certain investment firms, are typically required to file a statement of financial condition.

How to fill out statement of financial condition?

To fill out a statement of financial condition, list all assets and liabilities, categorize them into current and long-term items, and calculate net worth. Ensure accuracy and consistency with supporting documentation.

What is the purpose of statement of financial condition?

The purpose is to provide a clear snapshot of financial health, helping stakeholders assess solvency, liquidity, and financial stability.

What information must be reported on statement of financial condition?

It must report all assets, liabilities, and equity, including detailed breakdowns of each category to ensure transparency and clarity.

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